8.5
SpotScore
Prospect CRM Reviews in July 2026: User Ratings, Pros & Cons
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Prospect CRM Reviews & Ratings
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Spotsaas Editor’s POV
Prospect CRM is a customer relationship management platform that integrates with ERP systems, e-commerce platforms, and tools like Exchequer. Users report that these connections reduce manual data entry and sync time across systems. The platform includes RFM analysis for customer segmentation and supports product upselling workflows, making it useful for both ...Read more
Prospect CRM pros and cons
Exceptional customer support and onboarding experience, with consultants like Alex, Daniela, and Adilah receiving praise for their responsiveness, thorough training, and personalized assistance.
Easy integration with existing systems such as ERP, Exchequer, and Dear, enhancing operational efficiency.
Clear and user-friendly interface, allowing for easy navigation and simple customization of dashboards and templates.
Comprehensive functionality, including RFM analysis, magic matrix, and product upselling features, which provide actionable customer insights and drive sales.
Some users highlighted initial complexity in setup or onboarding, suggesting a steeper learning curve for new users without prior CRM experience.
Limited mention of advanced automation or third-party integrations beyond core systems, which may restrict scalability for larger businesses.
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Showing 1-10 out of 40
HW
Hannah White
01/05/26
Great Help From Staff on Chat Helpline / Customer Service
I have had a great experience with Prospect365, it has a very visual dashboard which is great. I have had to use their chats to help me troubleshoot and found it to be so helpful. I had a particularly great experience with Afina, who walked me through some processes I hadn't done before. Couldnt have figured it out without her. Cheers team!
R
Ross
12/18/25
Great experience with Bogdan for our…
Great experience with Bogdan for our onboarding. Very excited to use this software moving forward.
CC
Charlie Cutting
12/17/25
Matilda trained the team excellently
Matilda trained the team excellently, very well prepped and answered questions well.
L
Liz
12/05/25
Matilda
Matilda has been extremely helpful and patient during our quite lengthy transition from our bespoke CRM to Prospect. The process has not been without its challenges however having Matilda available to help us has been invaluable.
T&
Tungsten & Tool Ltd
12/05/25
Matthew was very helpful
Matthew was very helpful in sorting out changes to our contract
N
Nicky
12/04/25
Matthew
Matthew was so fun and kind to talk to when we had an issue arise. Helped come to a positive outcome in one conversation. Loved his customer service.
RP
Rick Parsons
12/03/25
Going Live with any CRM is a challenge…
Going Live with any CRM is a challenge - Matilda made that challenge as pain free as she could at every step. Proactive, Flexible, Knowledgeable and such a Professional Talent!A Message To Prospect - Work hard to keep Matilda on your team!
E
Ewan
11/26/25
Smooth Service!
Bogdan Spartar was very helpful. Always quick to book in next sessions and proactive in helping our team with any queries.
LF
Laura Filer
11/25/25
Excellent Support from Matilda
Matilda has been a huge support in us moving over to Prospect. Her knowledge and expertise has been paramount in us being able to set up our sales workflow and reporting so that we can move over CRM over to Prospect. Matilda has been on hand throughout this process, her training has been insightful ad easy to implement. I can thank her enough.
JA
Joanne Ainsworth
11/25/25
Excellent onboarding support from Matilda
We’ve just completed our onboarding with Prospect CRM and I’ve been really pleased with the whole experience. Matilda guided us through every stage and made the process straightforward from the start. She was knowledgeable, patient and always ready to help with any questions we had. Nothing felt rushed and she took the time to explain how each part of the system would work for our setup.The support has been excellent and we feel confident using the CRM thanks to the time she put in. A very ...
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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].